Financial Planner for Emerald Financial Group
Member of Waverly
Emerald Financial was created to help anyone who wanted our help to achieve long term financial goals. Our team has combined experience of over 30 years in the industry. Though we specialize in comprehensive financial planning, we have always understood that building and protecting wealth takes a concentrated effort. At some point, we all begin at step one. For this reason, we have and are continuing to build our team with a variety of different strengths, so that we may handle any requests that are brought our way. We always approach every client’s situation with individualized planning, taking a 30,000 ft view to look at the financial picture as a whole so that we will always give the most wholistic advice.
From the building blocks of a less experienced client to the complex individual and small business planning needs, Emerald Financial is the firm that will walk with you through each stage of life. We look forward to having you join the Emerald family!